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3,258 hedge funds and large institutions have $146B invested in IBM in 2025 Q1 according to their latest regulatory filings, with 292 funds opening new positions, 1,249 increasing their positions, 1,284 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 292 | Existing positions closed: 123

32% more call options, than puts

Call options by funds: $3.9B | Put options by funds: $2.96B

15% more capital invested

Capital invested by funds: $127B → $146B (+$18.7B)

13% more funds holding in top 10

Funds holding in top 10: 8495 (+11)

4% more funds holding

Funds holding: 3,1393,258 (+119)

1.16% more ownership

Funds ownership: 62.15%63.31% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,249 | Existing positions reduced: 1,284

Holders
3,258
Holders Change
+119
Holders Change %
+3.79%
% of All Funds
43.68%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
1.27%
New
292
Increased
1,249
Reduced
1,284
Closed
123
Calls
$3.9B
Puts
$2.96B
Net Calls
+$942M
Net Calls Change
-$645M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2001
Boltwood Capital Management
California
$669K -$22K -90 -3%
UB
2002
Umpqua Bank
Oregon
$668K +$47.9K +196 +8%
WIC
2003
Woodmont Investment Counsel
Tennessee
$668K -$64.3K -263 -9%
WJA
2004
Willis Johnson & Associates
Texas
$667K +$4.16K +17 +0.6%
WF
2005
Wayfinding Financial
Washington
$666K +$7.34K +30 +1%
VWA
2006
Visionary Wealth Advisors
Illinois
$664K +$25.2K +103 +4%
LP
2007
LGL Partners
Pennsylvania
$663K +$653K +2,668 New
SOAMC
2008
Spirit of America Management Corp
New York
$663K
PAM
2009
Pegasus Asset Management
New York
$663K
DAM
2010
Doheny Asset Management
California
$663K +$19.6K +80 +3%
OC
2011
Oakworth Capital
Alabama
$663K +$90.5K +370 +16%
WAM
2012
Wernau Asset Management
Massachusetts
$662K
APW
2013
Aventura Private Wealth
Florida
$661K +$13.7K +56 +2%
AAG
2014
Armstrong Advisory Group
Massachusetts
$659K
PWP
2015
Private Wealth Partners
California
$658K +$10.5K +43 +2%
SIM
2016
Sentry Investment Management
Wisconsin
$657K -$213K -870 -23%
FBB
2017
Fulton Breakefield Broenniman
Maryland
$655K -$4.65K -19 -0.7%
PPW
2018
Pasadena Private Wealth
California
$654K +$172K +702 +36%
IAG
2019
Investment Advisory Group
Massachusetts
$653K -$4.89K -20 -0.8%
CFG
2020
Certior Financial Group
Pennsylvania
$651K +$5.63K +23 +0.9%
SI
2021
Seeds Investor
New York
$651K -$98.3K -402 -13%
Two Sigma Investments
2022
Two Sigma Investments
New York
$650K +$33K +135 +5%
CFS
2023
Commonwealth Financial Services
West Virginia
$646K +$142K +582 +29%
EIA
2024
Eldridge Investment Advisors
New Hampshire
$646K
AWA
2025
Amplius Wealth Advisors
Pennsylvania
$645K -$39.9K -163 -6%

IBM Hedge Fund Activity: Q1 2025 in Review

3,258 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q1 2025, worth a combined $146B — up 15% from $127B a quarter earlier.

Buyers outnumbered sellers: 292 funds opened new IBM positions and 123 closed out — a net gain of 169 holders — while 1,249 added to existing stakes and 1,284 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.85B. The largest seller was State Street, cutting an estimated $262M.

  • 3,258 institutional investors held IBM (IBM) as of Q1 2025, up from 3,139 in Q4 2024.
  • Funds reported $146B of IBM stock for Q1 2025, up 15% quarter-over-quarter.
  • 292 funds opened new IBM positions in Q1 2025 and 123 closed out, a net change of +169 holders.
  • The largest IBM buyer in Q1 2025 was JP Morgan Chase, an estimated $1.85B added.
  • The largest IBM seller in Q1 2025 was State Street, an estimated $262M sold.

Based on aggregated 13F filings for Q1 2025.